CRM / ERP
Finance & Operations
Dynamics 365 Finance and Operations implementation and customisation for complex businesses.
Finance and Operations is a heavier platform than the customer engagement apps, and it deserves a heavier discovery. Chart of accounts, dimensions, approval hierarchies and period-close processes are decisions that constrain reporting for years.
We design those deliberately, keep customisation minimal so upgrades stay routine, and treat data migration as a first-class workstream with reconciliation rather than an afterthought at the end.
What you get
- Chart of accounts and financial dimensions designed for your reporting
- Approval hierarchies and workflow configuration
- Period-close process, documented and rehearsed
- Integrations with banking, payroll and operational systems
- Opening balances migrated and reconciled
Questions
How long does an implementation take?
Longer than the customer engagement apps. Discovery alone is meaningful, and go-live is usually aligned to a period boundary. Anyone quoting a very short timeline has not understood your close process.
Can it run alongside our existing ERP?
During transition, yes, and phased adoption by entity or business unit is common. Running both permanently is a cost you do not want.
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